Three Seasons Wealth
HQY icon

Three Seasons Wealth’s HealthEquity HQY Stock Holding History

Three Seasons Wealth’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.55M Buy
17,553
+573
+3% +$56.1K 0.14% 62
2026
Q2 		$1.53M Buy
16,980
+5,014
+42% +$425K 0.14% 60
2026
Q1 		$1000K Buy
11,966
+6,445
+117% +$529K 0.38% 66
2025
Q4 		$506K Buy
5,521
+1,836
+50% +$176K 0.05% 112
2025
Q3 		$349K Buy
+3,685
New +$347K 0.03% 129

Other funds holding HQY

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Three Seasons Wealth's HQY Position: Q3 2026 in Review

Three Seasons Wealth increased its HealthEquity (HQY) stake by 3.4% in Q3 2026, buying an estimated $56.1K and bringing the position to 17,553 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #62.

Three Seasons Wealth first reported a position in HQY in Q3 2025 and has held it in 5 quarters since. 256 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • Three Seasons Wealth held 17,553 shares of HealthEquity worth $1.55M as of Q3 2026.
  • Three Seasons Wealth bought 573 HealthEquity shares in Q3 2026, an estimated $56.1K.
  • HealthEquity made up 0.14% of Three Seasons Wealth's portfolio in Q3 2026, its #62 holding.
  • Three Seasons Wealth first reported a position in HealthEquity in Q3 2025 and has held it in 5 quarters since.
  • 256 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

Based on Three Seasons Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.